Jeffrey McCoy
Senior Vice President Investments, Branch Manager - Stifel @Stifel Financial Corp.
San Diego, CA, US
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WORK HISTORY
Feb 2009 — Present
Senior Vice President Investments, Branch Manager - Stifel @Stifel Financial Corp.
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As Branch Manager of the Carlsbad and Rancho Bernardo offices of Stifel (San Diego County) My Primary objective each day is to share the Stifel story. Clients and financial advisors find it refreshing to learn that there is still a firm that practices what we preach, Clients and their brokers come first.Welcome back to the \"good ole days.\" Call me if you have curiosity, we are truly different!
ABOUT JEFFREY MCCOY
FINRA Series 3, 4, 7, 8, 24, 63, 65, along with California Insurance License #…
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